+484.8%
AEHR vs GEN
+2,847.9%
-2,363.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -2.2% | +15.3% | +13.5% |
| 7D | +6.7% | -1.2% | +7.9% | +6.9% |
| 30D | -12.7% | +10.1% | -22.8% | -14.3% |
| 3M | -26.0% | +16.1% | -42.1% | -28.5% |
| 6M | +102.2% | +38.9% | +63.4% | +88.5% |
| YTD | +327.2% | +14.4% | +312.8% | +311.1% |
| 1Y | +228.1% | +5.9% | +222.2% | +220.1% |
| 3Y | +67.0% | +58.8% | +8.3% | +52.7% |
| 5Y | +928.1% | +24.7% | +903.5% | +871.5% |
| 10Y | +3,269.5% | +163.1% | +3,106.5% | +2,686.9% |
| All | +484.8% | +2,847.9% | -2,363.1% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling